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Pacific Coast Investment Advisors, LLC (Lake Oswego)


Pacific Coast Investment Advisors, LLC is an adviser based in Lake Oswego. It manages $48.2 million of regulatory assets for 282 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Oregon and Texas.




Pacific Coast Investment Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pacific Coast Investment Advisors: assets under management

The assets under management (AUM) of Pacific Coast Investment Advisors, LLC is $48.2 million. The firm's AUM has grown by 51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.8 million in discretionary accounts and $3.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $165.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $309.09 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pacific Coast Investment Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lake Oswego

The principal office where Pacific Coast Investment Advisors, LLC performs its advisory services is located at 5285 Sw Meadows Road, Lake Oswego, OR 97035, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-968-2500 or by fax 503-968-2100. The normal business hours are 8:00-4:00pm on Monday - Friday.


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